Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees are negotiable, with a maximum of 1.75% annually on assets up to $500,000 and 1.50% on assets over $500,000. Some clients pay a flat quarterly fee not based on account size, or a progressive fee. Financial planning fees are charged when planning needs exceed the level required for investment management, or for special projects. Hourly financial planning fees are negotiable, not exceeding $300/hour. The preferred minimum account size is $500,000, but this may be waived.
Areas of Practice
Advisor Information
Office location
30300 Chagrin Boulevard, Pepper Pike, OH, 44124
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Heidi owns residential rental property since 1998. This activity is not investment-related and requires minimal time.